Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715B
AUM Growth
+$25.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,771
New
Increased
Reduced
Closed

Top Sells

1 +$10.4B
2 +$7.8B
3 +$4.67B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.84B
5
AAPL icon
Apple
AAPL
+$1.76B

Sector Composition

1 Technology 13.12%
2 Healthcare 8.06%
3 Financials 7.81%
4 Consumer Discretionary 6.47%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
$793K ﹤0.01%
15,546
+1,721
3927
$789K ﹤0.01%
46,256
-876
3928
$789K ﹤0.01%
23,298
+699
3929
$788K ﹤0.01%
69,454
+9,568
3930
$787K ﹤0.01%
15,108
+3,865
3931
$787K ﹤0.01%
30,860
-15,950
3932
$786K ﹤0.01%
22,892
+2,028
3933
$786K ﹤0.01%
70,634
+5,116
3934
$785K ﹤0.01%
+2,317
3935
$780K ﹤0.01%
25,134
+1,544
3936
$780K ﹤0.01%
55,458
+8,634
3937
$779K ﹤0.01%
79,518
+51,394
3938
$779K ﹤0.01%
25,881
-92,575
3939
$779K ﹤0.01%
24,109
-3,579
3940
$779K ﹤0.01%
62,358
-2,303
3941
$778K ﹤0.01%
120,207
+25,703
3942
$777K ﹤0.01%
16,502
+1,932
3943
$777K ﹤0.01%
57,905
+16,696
3944
$775K ﹤0.01%
37,273
+27,182
3945
$774K ﹤0.01%
32,170
+12,930
3946
$773K ﹤0.01%
10,949
+2,795
3947
$773K ﹤0.01%
14,686
+9,317
3948
$773K ﹤0.01%
33,309
+13,394
3949
$770K ﹤0.01%
20,925
-24,459
3950
$769K ﹤0.01%
28,248
+11,268